YellowJoe

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  • Good Fundamentals And Growth Outlook Make BMW Attractive  [View article]
    thanks for this information.

    I wonder if a Hong Kong investor has to pay any dividend taxes.

    I believe there is a double tax treaty in place between those two countries.

    I know a Hong Kong investor pays zero dividend taxes on UK listed stocks as an example...
    Aug 26, 2015. 06:07 AM | Likes Like |Link to Comment
  • How Much Bond Duration Could You Endure?  [View article]
    Hi Ernie Mac,

    Just a comment, throughout history, the sectors that withstood the test of time are: health-pharma, tobacco, consumer staples (like nestle, pepsi, coke), and oil.

    I would stay away from any trendy TECH companies. Dell is gone, HP is nearly gone, IBM is TRYING to stay relevant. I would avoid IBM in a dividend growth portfolio...
    Jul 24, 2015. 02:53 PM | 1 Like Like |Link to Comment
  • How Much Bond Duration Could You Endure?  [View article]
    Hi Emerald,

    thanks for checking out my bio :)

    I am leaning towards your strategy of REDUCING my bond exposure from 30% down to 10% and put the 20% towards:

    1. Cash 10%
    2. Safe Dividend Growth stocks 10%

    So, I wont be TIMING bonds, i will be rebalancing allocation between asset classes.

    I am beginning to believe that even with rates slowly edging higher, it will be VERY slow and Dividend growth stocks should still be in favor for a long time. And the CHAMPIONS of CHAMPS should never go out of favor.

    Thanks for your reply and insight!
    Jul 24, 2015. 02:31 PM | Likes Like |Link to Comment
  • How Much Bond Duration Could You Endure?  [View article]
    Hi chowder,

    "LIKE" on your comment.

    Questions:

    1. Would you consider Small Cap Fund or ETF?

    2. What do you hedge your porfolio with if no bonds? just Cash?

    3. When the market dropped 40% in 2008, did you have cash ready to buy more at the lows?

    I ask these because I am evaluating taking the same approach and forget bonds and just have stocks / cash..

    thank you..
    Jul 21, 2015. 09:55 AM | Likes Like |Link to Comment
  • How Much Bond Duration Could You Endure?  [View article]
    Hi Jferreiro,

    Vanguard also did a study and concluded that if an investor stays the course with 'total bond market', keep reinvesting the yield, the investor will still do ok regardless of interest rate increases by the fed.
    Jul 21, 2015. 09:33 AM | 1 Like Like |Link to Comment
  • How Much Bond Duration Could You Endure?  [View article]
    Hi Chuck,
    Insightful article. Thank you.

    I think an investor has to be very careful with the strategy of replacing their bond allocation with even a stable / safe Dividend Champ.

    If we are only referring to US Govt. for the bond allocation (because corporate bonds, high yield bonds have a different characteristic), I think its more appropriate to perhaps look at CD's or money markets as an alternative FOR NOW.

    US Govt bond is a completely different asset class than a dividend champ stock. Its a hedge for your portfolio, a safety net. So the thinking and strategy to have it as part of an investors 'asset allocation' is different than owning a dividend champ stock.

    I personally have considered the idea of a 'dividend champ' stock as its own asset class. Perhaps taking 10% away from my bond / cash portion and pick a few very safe, very steady dividend champ stocks. But i do this with CAUTION.

    An investor will have to make sure they can stomach a possible -30+% drawdown on the stock over the long term as opposed to bonds...

    You can also consider 'international bond funds' because international govt interest rates can be different than US rates.

    And again, a more similar alternative if you are not comfortable with such a large bond allocation with the notion of US rates going up, is CDs / Money Markets....
    Jul 20, 2015. 10:57 PM | 2 Likes Like |Link to Comment
  • Centamin Should Be Trading Higher Based On Its Q1 Performance  [View article]
    Randgold seems like the best risk/reward play for Gold miners when GOLD comes back into fashion...
    Jul 18, 2015. 08:18 AM | Likes Like |Link to Comment
  • The #1 Stock In The World  [View article]
    hi pythagoras3,

    congrats on your quick 15%.

    What was your strategy and thinking using XIV here? time frame?

    thank you.
    Jul 16, 2015. 12:13 PM | Likes Like |Link to Comment
  • Vale: Purchasing Strong Growth Potential At A Discount  [View article]
    hi conrado,

    "like" on your comment.
    Jul 15, 2015. 12:05 AM | 1 Like Like |Link to Comment
  • Vale: Purchasing Strong Growth Potential At A Discount  [View article]
    hi joezapp,

    yes Vale doubled from apr to may, but now dropped more than 100% to its current levels.

    Who can really times this? Very few trader's can...
    Jul 15, 2015. 12:04 AM | Likes Like |Link to Comment
  • Vale: Purchasing Strong Growth Potential At A Discount  [View article]
    ok. good assessment and statements on commodity businesses!

    But i will say this....Apple and Iphone could be GONE in 5 years...Tech is very difficult to keep up.

    commodities cycles are very long but commodities are here to stay forever...
    Jul 14, 2015. 01:25 PM | Likes Like |Link to Comment
  • Vale: Purchasing Strong Growth Potential At A Discount  [View article]
    you are wrong in saying since Brazil has MORE corruption, therefore better valuations? that is ridiculous to put CORRUPTION into a factor for valuations...

    If that is the case, you better have your money in Cambodia and Pakistan...must be amazing valuations over there with all that corruption!
    Jul 14, 2015. 01:22 PM | Likes Like |Link to Comment
  • Vale: Purchasing Strong Growth Potential At A Discount  [View article]
    I would rather pay $80 for Exxon vs. $10 for Petrobas....

    Over a 10 year period of time, Exxon will perform better than Petrobas.

    If you are TRADER, you wont think like me, if you are an INVESTOR, you might want to buy/sell petrobas more than Exxon...

    Brazil is a disaster of a corporate / govt culture.

    I love the people, but businesses and govt are horrible...
    Jul 14, 2015. 01:19 PM | Likes Like |Link to Comment
  • Vale: Purchasing Strong Growth Potential At A Discount  [View article]
    Corruption is everywhere? I disagree.

    I have done business all over the world.

    For examples, Aussies / Germans will not accept money under the table. Meanwhile Brazil, India, China, Russia (oh, did I just name BRIC countries? purely not intentional) all required under the table money for us to go forward to do business.

    This was in the steel industry.....

    enough said. i trust investments more in countries that are very LOW on the corruption index...
    Jul 14, 2015. 01:13 PM | Likes Like |Link to Comment
  • Vale: Purchasing Strong Growth Potential At A Discount  [View article]
    Probably better off with BHP or Rio Tinto....

    Much more stable countries of UK and Australia.

    Brazil, you can stay away from this country and do very well...
    Jul 14, 2015. 09:32 AM | 1 Like Like |Link to Comment
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